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Dynamic Advisor Solutions LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Dynamic Advisor Solutions LLC
报告期 2026-03-31 · CIK 0001599747
持仓数
963
前50大市值合计
$1.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 95
增持 23
减持 28
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
SPYM
SPDR SER TR
+$48.8M
742,383
建仓
BND
VANGUARD BD INDEX FDS
+$37.7M
512,708
建仓
VTI
VANGUARD INDEX FDS
+$33.0M
120,222
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
SCHX
SCHWAB STRATEGIC TR
+$27.5M
1,245,576
建仓
FNDF
SCHWAB STRATEGIC TR
+$26.9M
743,814
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$24.7M
312,546
建仓
SCHM
SCHWAB STRATEGIC TR
+$24.2M
923,532
建仓
TSLA
TESLA INC
+$22.7M
87,447
建仓
SCHA
SCHWAB STRATEGIC TR
+$22.1M
943,056
建仓
VTV
VANGUARD INDEX FDS
+$20.2M
117,125
建仓
MOAT
VANECK ETF TRUST
+$19.7M
224,137
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$18.8M
104,687
-87%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$14.9M
293,412
建仓
SHW
SHERWIN WILLIAMS CO
+$13.7M
39,373
建仓
VOO
VANGUARD INDEX FDS
+$13.6M
26,403
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$13.6M
299,579
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.7M
536,136
+87%
减持
AAPL
APPLE INC
-$12.5M
461,588
-1%
建仓
WMT
WALMART INC
+$12.1M
137,710
建仓
V
VISA INC
+$11.8M
33,719
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$11.2M
229,820
建仓
UNH
UNITEDHEALTH GROUP INC
+$11.2M
21,366
增持
SHY
ISHARES TR
+$11.1M
242,533
+121%
减持
QQQ
INVESCO QQQ TR
-$10.7M
147,336
-6%
增持
NVDA
NVIDIA CORPORATION
-$10.6M
369,107
+0%
建仓
IHDG
WISDOMTREE TR
+$10.1M
232,336
减持
AVEM
AMERICAN CENTY ETF TR
-$9.3M
48,700
-77%
建仓
SCHG
SCHWAB STRATEGIC TR
+$9.0M
360,231
建仓
SCHD
SCHWAB STRATEGIC TR
+$8.9M
317,181
建仓
VB
VANGUARD INDEX FDS
+$8.8M
39,892
建仓
SO
SOUTHERN CO
+$8.3M
90,063
建仓
VYM
VANGUARD WHITEHALL FDS
+$7.8M
60,276
建仓
UNP
UNION PAC CORP
+$7.6M
32,356
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$7.5M
91,741
减持
AVGO
BROADCOM INC
-$7.4M
106,005
-2%
建仓
SCHO
SCHWAB STRATEGIC TR
+$7.4M
301,980
建仓
DON
WISDOMTREE TR
+$7.2M
145,105
减持
MSFT
MICROSOFT CORP
-$7.1M
151,671
-0%
建仓
SCHF
SCHWAB STRATEGIC TR
+$7.1M
358,228
建仓
XLK
SELECT SECTOR SPDR TR
+$7.1M
34,183
建仓
BSV
VANGUARD BD INDEX FDS
+$6.6M
84,269
建仓
TXN
TEXAS INSTRS INC
+$6.5M
36,196
建仓
ONEV
SPDR SER TR
+$6.1M
47,844
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$6.0M
203,248
建仓
—
THOMSON REUTERS CORP
+$6.0M
34,774
清仓
DFLV
DIMENSIONAL ETF TRUST
-$6.0M
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$5.8M
74,024
建仓
XLP
SELECT SECTOR SPDR TR
+$5.6M
68,470
建仓
VZ
VERIZON COMMUNICATIONS INC
+$5.5M
120,895
建仓
CRM
SALESFORCE INC
+$5.4M
20,270
建仓
FNDC
SCHWAB STRATEGIC TR
+$5.3M
145,991
建仓
VO
VANGUARD INDEX FDS
+$5.2M
20,158
建仓
TEQI
T ROWE PRICE ETF INC
+$5.2M
124,218
增持
GLD
SPDR GOLD TR
+$5.1M
86,204
+6%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$5.1M
26,060
建仓
XLE
SELECT SECTOR SPDR TR
+$5.0M
53,791
减持
GOOGL
ALPHABET INC
-$5.0M
135,712
-1%
建仓
VUG
VANGUARD INDEX FDS
+$4.9M
13,247
增持
AMZN
AMAZON COM INC
-$4.8M
176,607
+1%
减持
SHV
ISHARES TR
-$4.8M
12,735
-77%
建仓
CSB
VICTORY PORTFOLIOS II
+$4.6M
80,121
减持
SPY
SPDR S&P 500 ETF TR
-$4.6M
26,429
-81%
建仓
SCHR
SCHWAB STRATEGIC TR
+$4.6M
183,132
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$4.5M
77,271
建仓
WM
WASTE MGMT INC DEL
+$4.4M
19,184
减持
GIS
GENERAL MLS INC
-$4.4M
3,402
-95%
建仓
SCHV
SCHWAB STRATEGIC TR
+$4.3M
161,217
减持
TLT
ISHARES TR
-$4.2M
45,858
-74%
减持
EMXC
ISHARES INC
-$4.1M
9,293
-89%
建仓
WAT
WATERS CORP
+$4.0M
10,881
建仓
OWL
BLUE OWL CAPITAL INC
+$3.9M
194,661
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
239,621
+40%
建仓
—
UNILEVER PLC
+$3.8M
63,106
建仓
DGRW
WISDOMTREE TR
+$3.7M
46,642
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$3.4M
47,086
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$3.3M
116,456
建仓
VTIP
VANGUARD MALVERN FDS
+$3.3M
66,161
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$3.3M
139,692
+33%
建仓
XLV
SELECT SECTOR SPDR TR
+$3.2M
22,044
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
40,000
-0%
建仓
SPTS
SPDR SER TR
+$3.1M
106,634
建仓
SNY
SANOFI
+$3.1M
55,837
建仓
VNQ
VANGUARD INDEX FDS
+$3.1M
34,031
减持
EAGG
ISHARES TR
-$3.1M
79,678
-46%
增持
CVX
CHEVRON CORP NEW
+$2.9M
116,099
+2%
减持
SPIB
SPDR SER TR
-$2.9M
768,542
-11%
建仓
WMB
WILLIAMS COS INC
+$2.8M
47,235
建仓
VOT
VANGUARD INDEX FDS
+$2.8M
11,241
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.7M
16,335
增持
IEFA
ISHARES TR
+$2.7M
332,015
+4%
建仓
VTEB
VANGUARD MUN BD FDS
+$2.7M
54,490
建仓
BIL
SPDR SER TR
+$2.7M
29,128
减持
ESGU
ISHARES TR
-$2.6M
31,860
-36%
建仓
UMI
USCF ETF TR
+$2.5M
47,751
建仓
SHYD
VANECK ETF TRUST
+$2.4M
105,928
建仓
SYK
STRYKER CORPORATION
+$2.4M
6,388
建仓
UPS
UNITED PARCEL SERVICE INC
+$2.4M
21,543
减持
JAAA
JANUS DETROIT STR TR
-$2.3M
30,907
-60%
增持
EMGF
ISHARES INC
+$2.3M
325,829
+14%
建仓
WFC
WELLS FARGO CO NEW
+$2.3M
31,375
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$2.2M
5,297
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$2.2M
37,390
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$2.2M
4,458
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.2M
1,022,826
+3%
清仓
ITA
ISHARES TR
-$2.2M
0
-100%
增持
GOOG
ALPHABET INC
-$2.2M
69,103
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.1M
1,469,863
+2%
建仓
SHM
SPDR SER TR
+$2.1M
43,842
建仓
TJX
TJX COS INC NEW
+$2.1M
16,894
建仓
VIGI
VANGUARD WHITEHALL FDS
+$2.1M
24,763
建仓
VWOB
VANGUARD WHITEHALL FDS
+$2.0M
31,191
增持
DFUS
DIMENSIONAL ETF TRUST
-$2.0M
655,212
+0%
清仓
ARTY
ISHARES TR
-$1.9M
0
-100%
增持
AMGN
AMGEN INC
+$1.8M
27,928
+6%
减持
IJR
ISHARES TR
-$1.8M
118,687
-4%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.8M
13,616
增持
QEFA
SPDR INDEX SHS FDS
+$1.8M
122,591
+12%
建仓
DEM
WISDOMTREE TR
+$1.8M
42,108
建仓
BNY
BANK NEW YORK MELLON CORP
+$1.8M
21,041
减持
AOR
ISHARES TR
-$1.8M
17,466
-64%
减持
SUSB
ISHARES TR
-$1.7M
151,847
-32%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.7M
3,191
减持
NUSC
NUSHARES ETF TR
-$1.7M
66,390
-34%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.7M
8,443
增持
CVS
CVS HEALTH CORP
+$1.6M
37,013
+93%
减持
ABBV
ABBVIE INC
+$1.6M
56,866
-2%
建仓
BIV
VANGUARD BD INDEX FDS
+$1.6M
21,359
建仓
PWR
QUANTA SVCS INC
+$1.6M
6,331
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
43,405
-17%
建仓
ZS
ZSCALER INC
+$1.6M
7,987
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.6M
317,908
+10%
建仓
VXUS
VANGUARD STAR FDS
+$1.6M
25,068
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.6M
624,942
+2%
增持
META
META PLATFORMS INC
+$1.5M
36,325
+10%
增持
ACWV
ISHARES INC
+$1.5M
86,932
+10%
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.5M
55,939
减持
ARES
ARES MANAGEMENT CORPORATION
-$1.5M
44,359
-2%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$1.5M
414,074
+11%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.4M
28,994
减持
IYT
ISHARES TR
-$1.4M
5,201
-80%
建仓
XOP
SPDR SER TR
+$1.4M
10,909
建仓
FLTR
VANECK ETF TRUST
+$1.4M
56,029
建仓
VOX
VANGUARD WORLD FD
+$1.4M
9,609
清仓
PYLD
PIMCO ETF TR
-$1.4M
0
-100%
减持
SDG
ISHARES TR
-$1.4M
31,477
-39%
减持
AZO
AUTOZONE INC
-$1.4M
198
-70%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.4M
5,232
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$1.4M
2,791
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
48,689
+5%
减持
GWW
GRAINGER W W INC
-$1.3M
1,113
-52%
